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HelpNutshell

How to Get Started with Nutshell CRM

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The first thing you'll need to do to get started with hooking up Nutshell CRM with Zapier and hundreds of other services is to add your Nutshell CRM Account to Zapier. Click to add a Nutshell CRM account in your Zap.

Connect Nutshell CRM to Zapier

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

Give your Nutshell CRM account a title

You should then log into your Nutshell CRM account at nutshell.com and retrieve your API key.

Log into your Nutshell CRM account

Next you will navigate to your API key. It is found in under Setup->API key.

Note: You must select "API + user impersonation" in order for this to work properly.

Retrieve your Nutshell CRM API key

After retrieving your API key, enter it into the "API Key" field under your Account title field.

Zapier tests your account

Confirming your Nutshell CRM API key finishes the process! Your Nutshell CRM account is now connected to Zapier.


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